IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,226 shares; 2024Q4: 238,362 shares; 2025Q1: 244,566 shares; 2025Q2: 246,492 shares; 2025Q3: 253,307 shares; 2025Q4: 252,588 shares 252,588 $173M 11.15% -719 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,021,144 shares; 2024Q4: 1,668,820 shares; 2025Q1: 1,913,355 shares; 2025Q2: 2,037,414 shares; 2025Q3: 2,370,174 shares; 2025Q4: 2,638,266 shares 2,638,266 $112M 7.24% +268,092 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,535,303 shares; 2024Q4: 2,204,876 shares; 2025Q1: 2,505,201 shares; 2025Q2: 2,546,499 shares; 2025Q3: 2,711,685 shares; 2025Q4: 2,852,088 shares 2,852,088 $98.3M 6.33% +140,403 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860,085 shares; 2024Q4: 1,229,932 shares; 2025Q1: 1,318,522 shares; 2025Q2: 1,356,806 shares; 2025Q3: 1,528,742 shares; 2025Q4: 1,766,837 shares 1,766,837 $84.7M 5.46% +238,095 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 491,990 shares; 2024Q4: 842,594 shares; 2025Q1: 985,640 shares; 2025Q2: 1,079,305 shares; 2025Q3: 1,222,533 shares; 2025Q4: 1,346,524 shares 1,346,524 $51.2M 3.3% +123,991 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 870,256 shares; 2024Q4: 1,138,494 shares; 2025Q1: 1,236,631 shares; 2025Q2: 1,314,950 shares; 2025Q3: 1,408,468 shares; 2025Q4: 1,464,846 shares 1,464,846 $50.1M 3.23% +56,378 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,037,879 shares; 2024Q4: 833,829 shares; 2025Q1: 789,327 shares; 2025Q2: 780,470 shares; 2025Q3: 773,965 shares; 2025Q4: 743,837 shares 743,837 $49.1M 3.16% -30,128 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448,471 shares; 2024Q4: 592,559 shares; 2025Q1: 667,003 shares; 2025Q2: 708,143 shares; 2025Q3: 763,549 shares; 2025Q4: 807,183 shares 807,183 $48.1M 3.1% +43,634 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,708 shares; 2024Q4: 68,809 shares; 2025Q1: 68,205 shares; 2025Q2: 68,790 shares; 2025Q3: 68,849 shares; 2025Q4: 68,523 shares 68,523 $43M 2.77% -326 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644,293 shares; 2024Q4: 623,988 shares; 2025Q1: 617,830 shares; 2025Q2: 594,068 shares; 2025Q3: 584,887 shares; 2025Q4: 564,285 shares 564,285 $42.6M 2.74% -20,602 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 778,686 shares; 2024Q4: 586,818 shares; 2025Q1: 544,978 shares; 2025Q2: 509,291 shares; 2025Q3: 493,141 shares; 2025Q4: 475,862 shares 475,862 $40.3M 2.6% -17,279 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680,988 shares; 2024Q4: 979,620 shares; 2025Q1: 1,082,926 shares; 2025Q2: 1,115,676 shares; 2025Q3: 1,179,182 shares; 2025Q4: 1,211,770 shares 1,211,770 $40.1M 2.58% +32,588 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,386 shares; 2024Q4: 193,255 shares; 2025Q1: 183,276 shares; 2025Q2: 180,996 shares; 2025Q3: 179,185 shares; 2025Q4: 176,795 shares 176,795 $37.5M 2.42% -2,390 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,300 shares; 2024Q4: 317,240 shares; 2025Q1: 374,665 shares; 2025Q2: 404,277 shares; 2025Q3: 437,153 shares; 2025Q4: 465,214 shares 465,214 $32.4M 2.09% +28,061 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575,533 shares; 2024Q4: 590,057 shares; 2025Q1: 606,789 shares; 2025Q2: 606,529 shares; 2025Q3: 639,257 shares; 2025Q4: 644,205 shares 644,205 $31.1M 2.01% +4,948 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 825,711 shares; 2024Q4: 797,898 shares; 2025Q1: 757,053 shares; 2025Q2: 761,413 shares; 2025Q3: 758,644 shares; 2025Q4: 741,779 shares 741,779 $29.4M 1.89% -16,865 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,230 shares; 2024Q4: 104,300 shares; 2025Q1: 103,601 shares; 2025Q2: 103,197 shares; 2025Q3: 102,238 shares; 2025Q4: 101,126 shares 101,126 $29.3M 1.89% -1,112 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,274 shares; 2024Q4: 286,114 shares; 2025Q1: 276,715 shares; 2025Q2: 272,588 shares; 2025Q3: 259,104 shares; 2025Q4: 240,317 shares 240,317 $24M 1.55% -18,787 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,756 shares; 2024Q4: 224,896 shares; 2025Q1: 294,688 shares; 2025Q2: 291,447 shares; 2025Q3: 409,538 shares; 2025Q4: 454,478 shares 454,478 $23M 1.48% +44,940 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,726 shares; 2024Q4: 490,595 shares; 2025Q1: 514,841 shares; 2025Q2: 523,249 shares; 2025Q3: 550,954 shares; 2025Q4: 575,158 shares 575,158 $21.5M 1.39% +24,204 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500,647 shares; 2024Q4: 418,148 shares; 2025Q1: 389,048 shares; 2025Q2: 378,734 shares; 2025Q3: 357,409 shares; 2025Q4: 309,639 shares 309,639 $21.5M 1.39% -47,770 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,705 shares; 2024Q4: 108,829 shares; 2025Q1: 106,732 shares; 2025Q2: 104,551 shares; 2025Q3: 99,490 shares; 2025Q4: 97,618 shares 97,618 $20M 1.29% -1,872 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471,734 shares; 2024Q4: 559,165 shares; 2025Q1: 601,887 shares; 2025Q2: 627,239 shares; 2025Q3: 696,187 shares; 2025Q4: 749,757 shares 749,757 $17.2M 1.11% +53,570 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,801 shares; 2024Q4: 225,022 shares; 2025Q1: 219,021 shares; 2025Q2: 217,562 shares; 2025Q3: 212,078 shares; 2025Q4: 208,298 shares 208,298 $15.4M 0.99% -3,780 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,852 shares; 2024Q4: 69,174 shares; 2025Q1: 68,764 shares; 2025Q2: 68,294 shares; 2025Q3: 68,043 shares; 2025Q4: 67,784 shares 67,784 $14.4M 0.93% -259 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,650 shares; 2024Q4: 141,787 shares; 2025Q1: 131,502 shares; 2025Q2: 129,257 shares; 2025Q3: 122,940 shares; 2025Q4: 113,865 shares 113,865 $12.9M 0.83% -9,075 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,122 shares; 2024Q4: 276,877 shares; 2025Q1: 261,128 shares; 2025Q2: 251,806 shares; 2025Q3: 233,952 shares; 2025Q4: 222,092 shares 222,092 $11.1M 0.72% -11,860 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,122 shares; 2024Q4: 44,553 shares; 2025Q1: 44,553 shares; 2025Q2: 44,497 shares; 2025Q3: 44,278 shares; 2025Q4: 43,588 shares 43,588 $10.9M 0.71% -690 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,855 shares; 2024Q4: 183,740 shares; 2025Q1: 175,113 shares; 2025Q2: 172,528 shares; 2025Q3: 156,701 shares; 2025Q4: 120,638 shares 120,638 $10.1M 0.65% -36,063 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,912 shares; 2024Q4: 16,100 shares; 2025Q1: 16,145 shares; 2025Q2: 28,921 shares; 2025Q3: 30,194 shares; 2025Q4: 30,313 shares 30,313 $9.77M 0.63% +119 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,179 shares; 2024Q4: 134,087 shares; 2025Q1: 120,279 shares; 2025Q2: 117,904 shares; 2025Q3: 112,418 shares; 2025Q4: 108,458 shares 108,458 $9.6M 0.62% -3,960 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,036 shares; 2024Q4: 6,541 shares; 2025Q1: 6,537 shares; 2025Q2: 8,898 shares; 2025Q3: 14,457 shares; 2025Q4: 13,953 shares 13,953 $9.51M 0.61% -504 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,088 shares; 2024Q4: 171,490 shares; 2025Q1: 175,143 shares; 2025Q2: 185,977 shares; 2025Q3: 189,159 shares; 2025Q4: 188,509 shares 188,509 $9.41M 0.61% -650 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,128 shares; 2024Q4: 182,023 shares; 2025Q1: 172,791 shares; 2025Q2: 169,245 shares; 2025Q3: 165,394 shares; 2025Q4: 164,557 shares 164,557 $9.37M 0.6% -837 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,112 shares; 2024Q4: 138,136 shares; 2025Q1: 129,033 shares; 2025Q2: 125,053 shares; 2025Q3: 122,838 shares; 2025Q4: 117,982 shares 117,982 $9.19M 0.59% -4,856 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,149 shares; 2024Q4: 28,069 shares; 2025Q1: 27,859 shares; 2025Q2: 27,882 shares; 2025Q3: 27,470 shares; 2025Q4: 27,388 shares 27,388 $9.18M 0.59% -82 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453,301 shares; 2024Q4: 422,974 shares; 2025Q1: 395,301 shares; 2025Q2: 318,396 shares; 2025Q3: 297,126 shares; 2025Q4: 231,887 shares 231,887 $8.75M 0.56% -65,239 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,423 shares; 2024Q4: 131,524 shares; 2025Q1: 127,883 shares; 2025Q2: 126,344 shares; 2025Q3: 117,967 shares; 2025Q4: 116,054 shares 116,054 $8.54M 0.55% -1,913 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,096 shares; 2024Q4: 210,743 shares; 2025Q1: 195,716 shares; 2025Q2: 189,072 shares; 2025Q3: 180,454 shares; 2025Q4: 171,355 shares 171,355 $8.35M 0.54% -9,099 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,406 shares; 2024Q4: 35,077 shares; 2025Q1: 35,897 shares; 2025Q2: 35,961 shares; 2025Q3: 42,825 shares; 2025Q4: 42,642 shares 42,642 $8.14M 0.52% -183 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,854 shares; 2024Q4: 108,021 shares; 2025Q1: 107,185 shares; 2025Q2: 102,903 shares; 2025Q3: 98,895 shares; 2025Q4: 102,506 shares 102,506 $8.08M 0.52% +3,611 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,361 shares; 2024Q4: 56,274 shares; 2025Q1: 56,350 shares; 2025Q2: 56,249 shares; 2025Q3: 55,865 shares; 2025Q4: 54,125 shares 54,125 $7.64M 0.49% -1,740 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,951 shares; 2024Q4: 257,894 shares; 2025Q1: 256,744 shares; 2025Q2: 259,421 shares; 2025Q3: 256,585 shares; 2025Q4: 262,108 shares 262,108 $7.05M 0.45% +5,523 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,808 shares; 2024Q4: 63,554 shares; 2025Q1: 62,285 shares; 2025Q2: 60,356 shares; 2025Q3: 73,764 shares; 2025Q4: 72,648 shares 72,648 $6.98M 0.45% -1,116 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,168 shares; 2024Q4: 21,593 shares; 2025Q1: 21,858 shares; 2025Q2: 22,095 shares; 2025Q3: 24,412 shares; 2025Q4: 22,792 shares 22,792 $6.2M 0.4% -1,620 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,385 shares; 2024Q4: 61,437 shares; 2025Q1: 64,144 shares; 2025Q2: 54,986 shares; 2025Q3: 50,406 shares; 2025Q4: 56,907 shares 56,907 $6.1M 0.39% +6,501 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,880 shares; 2024Q4: 219,276 shares; 2025Q1: 204,278 shares; 2025Q2: 186,812 shares; 2025Q3: 186,832 shares; 2025Q4: 181,190 shares 181,190 $5.93M 0.38% -5,642 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,000 shares; 2024Q4: 169,460 shares; 2025Q1: 173,346 shares; 2025Q2: 182,311 shares; 2025Q3: 184,067 shares; 2025Q4: 179,220 shares 179,220 $5.89M 0.38% -4,847 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,091 shares; 2024Q4: 17,086 shares; 2025Q1: 16,850 shares; 2025Q2: 17,372 shares; 2025Q3: 17,201 shares; 2025Q4: 16,897 shares 16,897 $5.32M 0.34% -304 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,306 shares; 2024Q4: 117,078 shares; 2025Q1: 104,855 shares; 2025Q2: 101,983 shares; 2025Q3: 99,554 shares; 2025Q4: 101,721 shares 101,721 $5.03M 0.32% +2,167 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,653 shares; 2024Q4: 224,622 shares; 2025Q1: 222,106 shares; 2025Q2: 198,203 shares; 2025Q3: 196,657 shares; 2025Q4: 196,701 shares 196,701 $4.6M 0.3% +44 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,372 shares; 2024Q4: 47,249 shares; 2025Q1: 46,425 shares; 2025Q2: 41,526 shares; 2025Q3: 43,587 shares; 2025Q4: 42,722 shares 42,722 $4.56M 0.29% -865 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,075 shares; 2024Q4: 56,832 shares; 2025Q1: 53,823 shares; 2025Q2: 52,749 shares; 2025Q3: 49,174 shares; 2025Q4: 37,594 shares 37,594 $4.52M 0.29% -11,580 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,810 shares; 2024Q4: 16,971 shares; 2025Q1: 15,960 shares; 2025Q2: 17,304 shares; 2025Q3: 23,432 shares; 2025Q4: 23,925 shares 23,925 $4.46M 0.29% +493 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,926 shares; 2024Q4: 48,575 shares; 2025Q1: 43,982 shares; 2025Q2: 43,403 shares; 2025Q3: 41,271 shares; 2025Q4: 38,953 shares 38,953 $4.28M 0.28% -2,318 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,934 shares; 2024Q4: 106,454 shares; 2025Q1: 127,040 shares; 2025Q2: 81,918 shares; 2025Q3: 72,756 shares; 2025Q4: 82,364 shares 82,364 $4.17M 0.27% +9,608 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,832 shares; 2024Q4: 36,599 shares; 2025Q1: 36,514 shares; 2025Q2: 37,514 shares; 2025Q3: 42,514 shares; 2025Q4: 42,768 shares 42,768 $4.12M 0.27% +254 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,289 shares; 2024Q4: 5,698 shares; 2025Q1: 5,610 shares; 2025Q2: 6,462 shares; 2025Q3: 9,013 shares; 2025Q4: 8,463 shares 8,463 $4.09M 0.26% -550 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,354 shares; 2024Q4: 11,294 shares; 2025Q1: 11,196 shares; 2025Q2: 11,165 shares; 2025Q3: 10,679 shares; 2025Q4: 10,691 shares 10,691 $3.99M 0.26% +12 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,423 shares; 2024Q4: 35,901 shares; 2025Q1: 36,024 shares; 2025Q2: 36,024 shares; 2025Q3: 35,882 shares; 2025Q4: 35,743 shares 35,743 $3.97M 0.26% -139 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,810 shares; 2024Q4: 39,249 shares; 2025Q1: 39,595 shares; 2025Q2: 39,595 shares; 2025Q3: 33,810 shares; 2025Q4: 33,810 shares 33,810 $3.78M 0.24% 0 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,440 shares; 2024Q4: 58,466 shares; 2025Q1: 58,377 shares; 2025Q2: 69,848 shares; 2025Q3: 70,589 shares; 2025Q4: 60,518 shares 60,518 $3.76M 0.24% -10,071 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,229 shares; 2025Q1: 1,226 shares; 2025Q2: 1,301 shares; 2025Q3: 3,100 shares; 2025Q4: 3,183 shares 3,183 $3.42M 0.22% +83 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,836 shares; 2024Q4: 37,315 shares; 2025Q1: 37,207 shares; 2025Q2: 39,893 shares; 2025Q3: 38,072 shares; 2025Q4: 37,598 shares 37,598 $3.36M 0.22% -474 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,679 shares; 2024Q4: 86,247 shares; 2025Q1: 82,001 shares; 2025Q2: 74,184 shares; 2025Q3: 42,901 shares; 2025Q4: 41,878 shares 41,878 $3.34M 0.22% -1,023 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,964 shares; 2024Q4: 12,498 shares; 2025Q1: 12,607 shares; 2025Q2: 12,504 shares; 2025Q3: 12,489 shares; 2025Q4: 12,043 shares 12,043 $3.11M 0.2% -446 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,393 shares; 2024Q4: 116,234 shares; 2025Q1: 114,074 shares; 2025Q2: 116,583 shares; 2025Q3: 115,610 shares; 2025Q4: 104,437 shares 104,437 $2.97M 0.19% -11,173 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,539 shares; 2024Q4: 65,001 shares; 2025Q1: 59,488 shares; 2025Q2: 42,268 shares; 2025Q3: 39,979 shares; 2025Q4: 39,717 shares 39,717 $2.97M 0.19% -262 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,013 shares; 2024Q4: 87,330 shares; 2025Q1: 91,177 shares; 2025Q2: 95,899 shares; 2025Q3: 109,433 shares; 2025Q4: 111,978 shares 111,978 $2.97M 0.19% +2,545 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,833 shares; 2024Q4: 89,833 shares; 2025Q1: 89,833 shares; 2025Q2: 89,456 shares; 2025Q3: 107,313 shares; 2025Q4: 117,313 shares 117,313 $2.84M 0.18% +10,000 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,879 shares; 2024Q4: 62,879 shares; 2025Q1: 57,486 shares; 2025Q2: 56,879 shares; 2025Q3: 56,879 shares; 2025Q4: 56,748 shares 56,748 $2.67M 0.17% -131 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,513 shares; 2024Q4: 6,869 shares; 2025Q1: 7,136 shares; 2025Q2: 7,864 shares; 2025Q3: 8,522 shares; 2025Q4: 8,331 shares 8,331 $2.61M 0.17% -191 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,090 shares; 2024Q4: 15,107 shares; 2025Q1: 15,139 shares; 2025Q2: 15,156 shares; 2025Q3: 15,166 shares; 2025Q4: 15,166 shares 15,166 $2.54M 0.16% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,880 shares; 2024Q4: 18,344 shares; 2025Q1: 17,743 shares; 2025Q2: 17,545 shares; 2025Q3: 16,816 shares; 2025Q4: 16,851 shares 16,851 $2.51M 0.16% +35 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,572 shares; 2024Q4: 6,943 shares; 2025Q1: 7,207 shares; 2025Q2: 8,065 shares; 2025Q3: 9,510 shares; 2025Q4: 10,321 shares 10,321 $2.38M 0.15% +811 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,287 shares; 2024Q4: 50,033 shares; 2025Q1: 48,461 shares; 2025Q2: 46,998 shares; 2025Q3: 43,849 shares; 2025Q4: 41,786 shares 41,786 $2.25M 0.15% -2,063 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,463 shares; 2024Q4: 60,876 shares; 2025Q1: 60,067 shares; 2025Q2: 56,563 shares; 2025Q3: 47,682 shares; 2025Q4: 44,512 shares 44,512 $2.24M 0.14% -3,170 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,056 shares; 2024Q4: 6,056 shares; 2025Q1: 6,056 shares; 2025Q2: 5,806 shares; 2025Q3: 5,897 shares; 2025Q4: 5,372 shares 5,372 $2.13M 0.14% -525 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,852 shares; 2024Q4: 4,165 shares; 2025Q1: 4,486 shares; 2025Q2: 4,839 shares; 2025Q3: 6,455 shares; 2025Q4: 6,724 shares 6,724 $2.11M 0.14% +269 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,076 shares; 2024Q4: 22,561 shares; 2025Q1: 22,298 shares; 2025Q2: 21,762 shares; 2025Q3: 21,375 shares; 2025Q4: 21,222 shares 21,222 $2.06M 0.13% -153 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,017 shares; 2024Q4: 22,662 shares; 2025Q1: 21,915 shares; 2025Q2: 21,013 shares; 2025Q3: 20,973 shares; 2025Q4: 20,761 shares 20,761 $2.04M 0.13% -212 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,752 shares; 2024Q4: 9,752 shares; 2025Q1: 9,752 shares; 2025Q2: 9,713 shares; 2025Q3: 9,713 shares; 2025Q4: 9,713 shares 9,713 $2.03M 0.13% 0 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,726 shares; 2024Q4: 55,258 shares; 2025Q1: 55,785 shares; 2025Q2: 48,994 shares; 2025Q3: 69,243 shares; 2025Q4: 88,291 shares 88,291 $2.02M 0.13% +19,048 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,422 shares; 2024Q4: 97,736 shares; 2025Q1: 92,720 shares; 2025Q2: 84,481 shares; 2025Q3: 79,542 shares; 2025Q4: 77,342 shares 77,342 $2.01M 0.13% -2,200 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,673 shares; 2024Q4: 10,673 shares; 2025Q1: 10,510 shares; 2025Q2: 10,165 shares; 2025Q3: 9,407 shares; 2025Q4: 9,335 shares 9,335 $1.96M 0.13% -72 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,280 shares; 2024Q4: 23,230 shares; 2025Q1: 22,602 shares; 2025Q2: 20,457 shares; 2025Q3: 19,909 shares; 2025Q4: 18,760 shares 18,760 $1.92M 0.12% -1,149 Timeline IMTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,852 shares; 2024Q4: 43,820 shares; 2025Q1: 41,072 shares; 2025Q2: 39,457 shares; 2025Q3: 38,975 shares; 2025Q4: 41,269 shares 41,269 $1.82M 0.12% +2,294 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,315 shares; 2024Q4: 3,408 shares; 2025Q1: 3,746 shares; 2025Q2: 3,869 shares; 2025Q3: 4,010 shares; 2025Q4: 4,024 shares 4,024 $1.81M 0.12% +14 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,894 shares; 2024Q4: 10,894 shares; 2025Q1: 10,894 shares; 2025Q2: 10,894 shares; 2025Q3: 11,031 shares; 2025Q4: 9,942 shares 9,942 $1.76M 0.11% -1,089 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,378 shares; 2024Q4: 28,487 shares; 2025Q1: 29,430 shares; 2025Q2: 25,804 shares; 2025Q3: 31,575 shares; 2025Q4: 31,453 shares 31,453 $1.69M 0.11% -122 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,336 shares; 2024Q4: 12,318 shares; 2025Q1: 12,318 shares; 2025Q2: 11,876 shares; 2025Q3: 11,749 shares; 2025Q4: 11,727 shares 11,727 $1.54M 0.1% -22 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,658 shares; 2024Q4: 49,533 shares; 2025Q1: 49,533 shares; 2025Q2: 59,217 shares; 2025Q3: 59,217 shares; 2025Q4: 59,217 shares 59,217 $1.52M 0.1% 0 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,436 shares; 2024Q4: 25,436 shares; 2025Q1: 25,436 shares; 2025Q2: 25,436 shares; 2025Q3: 45,436 shares; 2025Q4: 65,436 shares 65,436 $1.51M 0.1% +20,000 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,134 shares; 2024Q4: 35,751 shares; 2025Q1: 49,764 shares; 2025Q2: 43,258 shares; 2025Q3: 41,058 shares; 2025Q4: 39,636 shares 39,636 $1.51M 0.1% -1,422 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,012 shares; 2024Q4: 46,980 shares; 2025Q1: 46,980 shares; 2025Q2: 56,799 shares; 2025Q3: 56,799 shares; 2025Q4: 56,799 shares 56,799 $1.44M 0.09% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651 shares; 2024Q4: 643 shares; 2025Q1: 1,275 shares; 2025Q2: 838 shares; 2025Q3: 2,798 shares; 2025Q4: 2,865 shares 2,865 $1.4M 0.09% +67 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,980 shares; 2024Q4: 31,980 shares; 2025Q1: 31,980 shares; 2025Q2: 31,980 shares; 2025Q3: 47,378 shares; 2025Q4: 57,378 shares 57,378 $1.39M 0.09% +10,000 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: 2,156 shares; 2025Q1: 2,268 shares; 2025Q2: 2,318 shares; 2025Q3: 2,757 shares; 2025Q4: 2,767 shares 2,767 $1.39M 0.09% +10 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,649 shares; 2024Q4: 17,649 shares; 2025Q1: 17,649 shares; 2025Q2: 17,649 shares; 2025Q3: 17,262 shares; 2025Q4: 16,947 shares 16,947 $1.38M 0.09% -315 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,986 shares; 2024Q4: 31,983 shares; 2025Q1: 31,845 shares; 2025Q2: 31,845 shares; 2025Q3: 31,845 shares; 2025Q4: 30,419 shares 30,419 $1.35M 0.09% -1,426 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,670 shares; 2024Q4: 55,645 shares; 2025Q1: 55,252 shares; 2025Q2: 56,518 shares; 2025Q3: 54,701 shares; 2025Q4: 43,531 shares 43,531 $1.31M 0.08% -11,170 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,280 shares; 2024Q4: 23,280 shares; 2025Q1: 23,280 shares; 2025Q2: 48,020 shares; 2025Q3: 49,154 shares; 2025Q4: 49,154 shares 49,154 $1.26M 0.08% 0 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,553 shares; 2024Q4: 60,553 shares; 2025Q1: 60,553 shares; 2025Q2: 60,553 shares; 2025Q3: 60,553 shares; 2025Q4: 59,583 shares 59,583 $1.25M 0.08% -970 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,445 shares; 2024Q4: 46,785 shares; 2025Q1: 41,953 shares; 2025Q2: 23,744 shares; 2025Q3: 21,515 shares; 2025Q4: 21,345 shares 21,345 $1.23M 0.08% -170 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,881 shares; 2024Q4: 12,088 shares; 2025Q1: 11,896 shares; 2025Q2: 11,896 shares; 2025Q3: 11,896 shares; 2025Q4: 11,866 shares 11,866 $1.22M 0.08% -30 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,120 shares; 2024Q4: 36,522 shares; 2025Q1: 33,247 shares; 2025Q2: 32,473 shares; 2025Q3: 26,642 shares; 2025Q4: 25,545 shares 25,545 $1.19M 0.08% -1,097 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,642 shares; 2024Q4: 13,835 shares; 2025Q1: 13,980 shares; 2025Q2: 13,980 shares; 2025Q3: 11,729 shares; 2025Q4: 11,728 shares 11,728 $1.15M 0.07% -1 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,399 shares; 2024Q4: 23,470 shares; 2025Q1: 23,537 shares; 2025Q2: 23,616 shares; 2025Q3: 23,691 shares; 2025Q4: 23,752 shares 23,752 $1.11M 0.07% +61 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,253 shares; 2025Q2: 38,095 shares; 2025Q3: 38,095 shares; 2025Q4: 39,649 shares 39,649 $1.08M 0.07% +1,554 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 972 shares; 2025Q1: 1,062 shares; 2025Q2: 1,158 shares; 2025Q3: 1,636 shares; 2025Q4: 1,627 shares 1,627 $1.07M 0.07% -9 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,327 shares; 2024Q4: 37,341 shares; 2025Q1: 36,726 shares; 2025Q2: 21,347 shares; 2025Q3: 21,408 shares; 2025Q4: 20,568 shares 20,568 $991K 0.06% -840 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,013 shares; 2024Q4: 13,938 shares; 2025Q1: 13,535 shares; 2025Q2: 13,558 shares; 2025Q3: 13,580 shares; 2025Q4: 13,210 shares 13,210 $980K 0.06% -370 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,490 shares; 2024Q4: 21,530 shares; 2025Q1: 21,592 shares; 2025Q2: 21,603 shares; 2025Q3: 21,857 shares; 2025Q4: 21,899 shares 21,899 $975K 0.06% +42 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,646 shares; 2024Q4: 16,207 shares; 2025Q1: 19,397 shares; 2025Q2: 14,099 shares; 2025Q3: 16,619 shares; 2025Q4: 15,589 shares 15,589 $974K 0.06% -1,030 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,137 shares; 2024Q4: 7,146 shares; 2025Q1: 7,360 shares; 2025Q2: 7,478 shares; 2025Q3: 7,917 shares; 2025Q4: 8,428 shares 8,428 $939K 0.06% +511 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,841 shares; 2024Q4: 16,841 shares; 2025Q1: 16,841 shares; 2025Q2: 16,841 shares; 2025Q3: 17,651 shares; 2025Q4: 14,405 shares 14,405 $928K 0.06% -3,246 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,816 shares; 2025Q3: 20,816 shares; 2025Q4: 20,816 shares 20,816 $925K 0.06% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,512 shares; 2024Q4: 1,318 shares; 2025Q1: 1,366 shares; 2025Q2: 1,951 shares; 2025Q3: 2,985 shares; 2025Q4: 2,624 shares 2,624 $908K 0.06% -361 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,398 shares; 2024Q4: 7,236 shares; 2025Q1: 7,259 shares; 2025Q2: 7,208 shares; 2025Q3: 7,199 shares; 2025Q4: 7,199 shares 7,199 $906K 0.06% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,572 shares; 2025Q1: 1,762 shares; 2025Q2: 2,047 shares; 2025Q3: 2,653 shares; 2025Q4: 2,577 shares 2,577 $904K 0.06% -76 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,043 shares; 2024Q4: 17,939 shares; 2025Q1: 17,939 shares; 2025Q2: 17,939 shares; 2025Q3: 17,885 shares; 2025Q4: 17,885 shares 17,885 $898K 0.06% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,995 shares; 2024Q4: 3,721 shares; 2025Q1: 3,709 shares; 2025Q2: 3,858 shares; 2025Q3: 4,128 shares; 2025Q4: 4,128 shares 4,128 $857K 0.06% 0 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,020 shares; 2024Q4: 4,020 shares; 2025Q1: 21,849 shares; 2025Q2: 31,792 shares; 2025Q3: 31,792 shares; 2025Q4: 31,792 shares 31,792 $808K 0.05% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,568 shares; 2024Q4: 4,568 shares; 2025Q1: 4,568 shares; 2025Q2: 4,568 shares; 2025Q3: 3,953 shares; 2025Q4: 3,953 shares 3,953 $716K 0.05% 0 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,216 shares; 2024Q4: 16,103 shares; 2025Q1: 15,803 shares; 2025Q2: 15,803 shares; 2025Q3: 15,335 shares; 2025Q4: 15,335 shares 15,335 $703K 0.05% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,926 shares; 2024Q4: 10,939 shares; 2025Q1: 10,884 shares; 2025Q2: 12,518 shares; 2025Q3: 10,845 shares; 2025Q4: 10,453 shares 10,453 $703K 0.05% -392 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 802 shares; 2025Q1: 878 shares; 2025Q2: 957 shares; 2025Q3: 1,229 shares; 2025Q4: 1,218 shares 1,218 $695K 0.04% -11 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,065 shares; 2025Q1: 11,218 shares; 2025Q2: 11,240 shares; 2025Q3: 11,363 shares; 2025Q4: 11,340 shares 11,340 $682K 0.04% -23 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,949 shares; 2024Q4: 2,835 shares; 2025Q1: 2,952 shares; 2025Q2: 2,824 shares; 2025Q3: 3,312 shares; 2025Q4: 2,974 shares 2,974 $680K 0.04% -338 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,059 shares; 2024Q4: 5,059 shares; 2025Q1: 5,059 shares; 2025Q2: 5,059 shares; 2025Q3: 5,034 shares; 2025Q4: 4,871 shares 4,871 $678K 0.04% -163 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,553 shares; 2024Q4: 6,564 shares; 2025Q1: 6,576 shares; 2025Q2: 6,558 shares; 2025Q3: 6,859 shares; 2025Q4: 6,828 shares 6,828 $652K 0.04% -31 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,226 shares; 2024Q4: 12,229 shares; 2025Q1: 12,230 shares; 2025Q2: 12,470 shares; 2025Q3: 12,235 shares; 2025Q4: 12,133 shares 12,133 $642K 0.04% -102 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 859 shares; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: 971 shares; 2025Q3: 2,284 shares; 2025Q4: 4,426 shares 4,426 $637K 0.04% +2,142 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,077 shares; 2024Q4: 28,157 shares; 2025Q1: 28,296 shares; 2025Q2: 28,315 shares; 2025Q3: 28,393 shares; 2025Q4: 28,393 shares 28,393 $633K 0.04% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,859 shares; 2024Q4: 4,859 shares; 2025Q1: 4,790 shares; 2025Q2: 4,495 shares; 2025Q3: 4,495 shares; 2025Q4: 4,442 shares 4,442 $627K 0.04% -53 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,416 shares; 2025Q1: 7,900 shares; 2025Q2: 6,529 shares; 2025Q3: 10,143 shares; 2025Q4: 12,426 shares 12,426 $617K 0.04% +2,283 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,836 shares; 2024Q4: 1,741 shares; 2025Q1: 2,112 shares; 2025Q2: 2,044 shares; 2025Q3: 2,232 shares; 2025Q4: 2,860 shares 2,860 $592K 0.04% +628 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,701 shares 2,701 $578K 0.04% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323 shares; 2024Q4: 331 shares; 2025Q1: 358 shares; 2025Q2: 572 shares; 2025Q3: 568 shares; 2025Q4: 5,777 shares 5,777 $542K 0.03% +5,209 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 786 shares; 2024Q4: 786 shares; 2025Q1: 795 shares; 2025Q2: 786 shares; 2025Q3: 826 shares; 2025Q4: 877 shares 877 $539K 0.03% +51 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,951 shares; 2024Q4: 7,951 shares; 2025Q1: 7,951 shares; 2025Q2: 7,951 shares; 2025Q3: 7,951 shares; 2025Q4: 7,951 shares 7,951 $534K 0.03% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 874 shares; 2024Q4: 874 shares; 2025Q1: 874 shares; 2025Q2: 874 shares; 2025Q3: 1,121 shares; 2025Q4: 1,121 shares 1,121 $531K 0.03% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: 1,216 shares; 2025Q1: 1,266 shares; 2025Q2: 1,437 shares; 2025Q3: 1,592 shares; 2025Q4: 1,501 shares 1,501 $517K 0.03% -91 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 152 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 2,000 shares; 2025Q4: 2,026 shares 2,026 $499K 0.03% +26 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,910 shares; 2024Q4: 3,897 shares; 2025Q1: 3,897 shares; 2025Q2: 3,897 shares; 2025Q3: 3,897 shares; 2025Q4: 3,873 shares 3,873 $477K 0.03% -24 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 2,141 shares; 2025Q1: 2,638 shares; 2025Q2: 2,595 shares; 2025Q3: 3,887 shares; 2025Q4: 3,695 shares 3,695 $463K 0.03% -192 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,509 shares; 2024Q4: 3,493 shares; 2025Q1: 7,422 shares; 2025Q2: 7,260 shares; 2025Q3: 7,321 shares; 2025Q4: 7,294 shares 7,294 $456K 0.03% -27 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 962 shares 962 $448K 0.03% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: 2,342 shares; 2025Q1: 2,495 shares; 2025Q2: 2,368 shares; 2025Q3: 2,769 shares; 2025Q4: 3,595 shares 3,595 $433K 0.03% +826 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 556 shares; 2025Q3: 824 shares; 2025Q4: 731 shares 731 $419K 0.03% -93 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,896 shares; 2025Q1: 13,547 shares; 2025Q2: 8,965 shares; 2025Q3: 9,188 shares; 2025Q4: 18,589 shares 18,589 $418K 0.03% +9,401 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,341 shares; 2024Q4: 24,212 shares; 2025Q1: 24,169 shares; 2025Q2: 5,364 shares; 2025Q3: 4,966 shares; 2025Q4: 4,966 shares 4,966 $411K 0.03% 0 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,641 shares; 2024Q4: 8,641 shares; 2025Q1: 8,641 shares; 2025Q2: 8,641 shares; 2025Q3: 8,641 shares; 2025Q4: 6,000 shares 6,000 $406K 0.03% -2,641 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,034 shares; 2024Q4: 4,061 shares; 2025Q1: 4,111 shares; 2025Q2: 4,127 shares; 2025Q3: 5,067 shares; 2025Q4: 5,060 shares 5,060 $403K 0.03% -7 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,030 shares; 2024Q4: 4,415 shares; 2025Q1: 4,871 shares; 2025Q2: 5,440 shares; 2025Q3: 5,188 shares; 2025Q4: 5,238 shares 5,238 $386K 0.02% +50 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 243 shares; 2025Q1: 232 shares; 2025Q2: 236 shares; 2025Q3: 224 shares; 2025Q4: 227 shares 227 $384K 0.02% +3 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 310 shares; 2025Q1: 384 shares; 2025Q2: 426 shares; 2025Q3: 477 shares; 2025Q4: 425 shares 425 $367K 0.02% -52 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,528 shares; 2025Q3: 1,755 shares; 2025Q4: 1,836 shares 1,836 $358K 0.02% +81 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,754 shares; 2024Q4: 3,837 shares; 2025Q1: 4,093 shares; 2025Q2: 4,189 shares; 2025Q3: 4,462 shares; 2025Q4: 5,006 shares 5,006 $350K 0.02% +544 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 843 shares; 2025Q2: 768 shares; 2025Q3: 2,467 shares; 2025Q4: 1,289 shares 1,289 $332K 0.02% -1,178 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,686 shares; 2025Q4: 2,286 shares 2,286 $328K 0.02% +600 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,539 shares; 2024Q4: 3,448 shares; 2025Q1: 3,293 shares; 2025Q2: 3,437 shares; 2025Q3: 2,931 shares; 2025Q4: 2,936 shares 2,936 $323K 0.02% +5 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,380 shares; 2024Q4: 8,380 shares; 2025Q1: 9,922 shares; 2025Q2: 9,922 shares; 2025Q3: 10,028 shares; 2025Q4: 10,028 shares 10,028 $321K 0.02% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,083 shares; 2025Q4: 1,038 shares 1,038 $320K 0.02% -45 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,279 shares; 2024Q4: 6,974 shares; 2025Q1: 7,068 shares; 2025Q2: 6,555 shares; 2025Q3: 4,182 shares; 2025Q4: 4,235 shares 4,235 $313K 0.02% +53 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,891 shares; 2025Q4: 5,623 shares 5,623 $309K 0.02% -268 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: not reported; 2025Q1: 1,766 shares; 2025Q2: 1,780 shares; 2025Q3: 1,788 shares; 2025Q4: 1,810 shares 1,810 $307K 0.02% +22 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 1,249 shares; 2025Q1: 1,308 shares; 2025Q2: 1,395 shares; 2025Q3: 1,322 shares; 2025Q4: 1,331 shares 1,331 $303K 0.02% +9 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,325 shares; 2024Q4: 3,325 shares; 2025Q1: 3,325 shares; 2025Q2: 3,325 shares; 2025Q3: 3,325 shares; 2025Q4: 3,325 shares 3,325 $301K 0.02% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,616 shares; 2025Q4: 1,716 shares 1,716 $298K 0.02% +100 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 865 shares; 2025Q1: 919 shares; 2025Q2: 1,027 shares; 2025Q3: 1,056 shares; 2025Q4: 1,022 shares 1,022 $296K 0.02% -34 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,558 shares; 2024Q4: 2,862 shares; 2025Q1: 2,862 shares; 2025Q2: 2,862 shares; 2025Q3: 2,860 shares; 2025Q4: 2,860 shares 2,860 $289K 0.02% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,213 shares; 2025Q4: 1,187 shares 1,187 $288K 0.02% -26 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,269 shares; 2024Q4: 1,267 shares; 2025Q1: 1,140 shares; 2025Q2: 1,226 shares; 2025Q3: 1,227 shares; 2025Q4: 1,169 shares 1,169 $282K 0.02% -58 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,433 shares; 2024Q4: 14,151 shares; 2025Q1: 14,361 shares; 2025Q2: 14,361 shares; 2025Q3: 14,361 shares; 2025Q4: 11,752 shares 11,752 $278K 0.02% -2,609 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,123 shares; 2025Q3: 6,123 shares; 2025Q4: 6,123 shares 6,123 $274K 0.02% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,541 shares; 2025Q4: 2,541 shares 2,541 $271K 0.02% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,069 shares; 2025Q4: 3,094 shares 3,094 $265K 0.02% +25 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 994 shares; 2025Q4: 908 shares 908 $262K 0.02% -86 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,002 shares; 2025Q3: 3,576 shares; 2025Q4: 3,305 shares 3,305 $255K 0.02% -271 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,456 shares; 2024Q4: 1,505 shares; 2025Q1: 1,667 shares; 2025Q2: 2,033 shares; 2025Q3: 3,485 shares; 2025Q4: 1,752 shares 1,752 $251K 0.02% -1,733 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,522 shares; 2025Q2: 1,720 shares; 2025Q3: 1,868 shares; 2025Q4: 1,344 shares 1,344 $246K 0.02% -524 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,544 shares; 2025Q1: 1,488 shares; 2025Q2: 1,510 shares; 2025Q3: 1,510 shares; 2025Q4: 1,519 shares 1,519 $246K 0.02% +9 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 974 shares; 2025Q1: 974 shares; 2025Q2: 974 shares; 2025Q3: 4,320 shares; 2025Q4: 4,320 shares 4,320 $245K 0.02% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: not reported; 2025Q1: 793 shares; 2025Q2: 768 shares; 2025Q3: 762 shares; 2025Q4: 745 shares 745 $244K 0.02% -17 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,153 shares; 2024Q4: 7,944 shares; 2025Q1: 7,944 shares; 2025Q2: 7,944 shares; 2025Q3: 7,944 shares; 2025Q4: 7,944 shares 7,944 $240K 0.02% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,986 shares; 2025Q4: 2,042 shares 2,042 $238K 0.02% +56 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 708 shares; 2025Q3: 747 shares; 2025Q4: 802 shares 802 $238K 0.02% +55 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,516 shares 2,516 $234K 0.02% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 333 shares; 2025Q4: 345 shares 345 $232K 0.01% +12 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,292 shares; 2025Q2: 1,507 shares; 2025Q3: 2,348 shares; 2025Q4: 1,522 shares 1,522 $232K 0.01% -826 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,395 shares; 2024Q4: 2,560 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,513 shares; 2025Q4: 2,543 shares 2,543 $225K 0.01% +30 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,018 shares 1,018 $224K 0.01% new Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $223K 0.01% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,694 shares; 2024Q4: 6,622 shares; 2025Q1: 6,633 shares; 2025Q2: 6,649 shares; 2025Q3: 6,507 shares; 2025Q4: 6,529 shares 6,529 $221K 0.01% +22 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,594 shares; 2024Q4: 1,633 shares; 2025Q1: 1,633 shares; 2025Q2: 1,632 shares; 2025Q3: 1,625 shares; 2025Q4: 1,554 shares 1,554 $219K 0.01% -71 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,251 shares; 2024Q4: 9,251 shares; 2025Q1: 9,251 shares; 2025Q2: 9,251 shares; 2025Q3: 9,251 shares; 2025Q4: 9,251 shares 9,251 $217K 0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 581 shares 581 $215K 0.01% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 703 shares 703 $214K 0.01% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 806 shares 806 $214K 0.01% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 889 shares; 2025Q4: 1,778 shares 1,778 $212K 0.01% +889 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 646 shares; 2025Q4: 588 shares 588 $206K 0.01% -58 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,961 shares; 2024Q4: 4,979 shares; 2025Q1: 5,515 shares; 2025Q2: 5,534 shares; 2025Q3: 6,395 shares; 2025Q4: 6,062 shares 6,062 $205K 0.01% -333 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 290 shares; 2025Q3: 296 shares; 2025Q4: 306 shares 306 $203K 0.01% +10 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,755 shares; 2025Q4: 1,778 shares 1,778 $202K 0.01% +23 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,523 shares; 2024Q4: 7,523 shares; 2025Q1: 7,523 shares; 2025Q2: 7,523 shares; 2025Q3: 7,523 shares; 2025Q4: 7,523 shares 7,523 $191K 0.01% 0 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,345 shares 8,345 $187K 0.01% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,195 shares; 2024Q4: 3,195 shares; 2025Q1: 3,195 shares; 2025Q2: 3,195 shares; 2025Q3: 3,195 shares; 2025Q4: 3,195 shares 3,195 $185K 0.01% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 473 shares; 2025Q1: 473 shares; 2025Q2: 473 shares; 2025Q3: 473 shares; 2025Q4: 473 shares 473 $183K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,337 shares; 2024Q4: 2,337 shares; 2025Q1: 2,334 shares; 2025Q2: 2,334 shares; 2025Q3: 2,334 shares; 2025Q4: 2,334 shares 2,334 $181K 0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 1,147 shares; 2025Q4: 1,147 shares 1,147 $178K 0.01% 0 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,408 shares; 2024Q4: 24,408 shares; 2025Q1: 24,408 shares; 2025Q2: 24,408 shares; 2025Q3: 24,408 shares; 2025Q4: 24,408 shares 24,408 $175K 0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 2,025 shares; 2025Q1: 2,025 shares; 2025Q2: 2,139 shares; 2025Q3: 2,139 shares; 2025Q4: 2,139 shares 2,139 $172K 0.01% 0 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,555 shares; 2024Q4: 2,555 shares; 2025Q1: 2,555 shares; 2025Q2: 2,555 shares; 2025Q3: 2,555 shares; 2025Q4: 2,359 shares 2,359 $162K 0.01% -196 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,382 shares; 2024Q4: 4,382 shares; 2025Q1: 4,138 shares; 2025Q2: 4,138 shares; 2025Q3: 3,691 shares; 2025Q4: 3,141 shares 3,141 $159K 0.01% -550 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 445 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 340 shares; 2025Q4: 340 shares 340 $151K 0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,620 shares; 2024Q4: 1,777 shares; 2025Q1: 1,777 shares; 2025Q2: 1,777 shares; 2025Q3: 1,777 shares; 2025Q4: 1,777 shares 1,777 $149K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,583 shares; 2025Q4: 2,583 shares 2,583 $141K 0.01% 0 Timeline KMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,921 shares 4,921 $139K 0.01% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares 430 $139K 0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,647 shares; 2024Q4: 4,547 shares; 2025Q1: 5,362 shares; 2025Q2: 5,362 shares; 2025Q3: 4,546 shares; 2025Q4: 5,704 shares 5,704 $137K 0.01% +1,158 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: 1,314 shares; 2025Q1: 1,314 shares; 2025Q2: 1,314 shares; 2025Q3: 1,512 shares; 2025Q4: 3,024 shares 3,024 $135K 0.01% +1,512 Timeline IMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,511 shares; 2025Q3: 4,512 shares; 2025Q4: 4,512 shares 4,512 $135K 0.01% 0 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,371 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares 1,350 $133K 0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,701 shares; 2024Q4: 2,701 shares; 2025Q1: 2,480 shares; 2025Q2: 2,480 shares; 2025Q3: 2,480 shares; 2025Q4: 2,480 shares 2,480 $116K 0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 728 shares; 2025Q4: 728 shares 728 $113K 0.01% 0 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares 4,500 $112K 0.01% 0 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,433 shares; 2024Q4: 2,632 shares; 2025Q1: 2,601 shares; 2025Q2: 2,601 shares; 2025Q3: 2,601 shares; 2025Q4: 2,601 shares 2,601 $108K 0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 266 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 349 shares; 2025Q4: 349 shares 349 $105K 0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792 shares; 2024Q4: 792 shares; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 792 shares; 2025Q4: 792 shares 792 $96.4K 0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661 shares; 2024Q4: 661 shares; 2025Q1: 661 shares; 2025Q2: 661 shares; 2025Q3: 661 shares; 2025Q4: 661 shares 661 $93.3K 0.01% 0 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 1,314 shares; 2025Q1: 1,315 shares; 2025Q2: 1,315 shares; 2025Q3: 1,317 shares; 2025Q4: 862 shares 862 $92.5K 0.01% -455 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,049 shares; 2024Q4: 4,049 shares; 2025Q1: 4,049 shares; 2025Q2: 4,049 shares; 2025Q3: 4,049 shares; 2025Q4: 4,049 shares 4,049 $89.4K 0.01% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,311 shares; 2024Q4: 2,323 shares; 2025Q1: 2,285 shares; 2025Q2: 2,305 shares; 2025Q3: 2,312 shares; 2025Q4: 2,322 shares 2,322 $88.5K 0.01% +10 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,825 shares; 2025Q3: 1,826 shares; 2025Q4: 1,826 shares 1,826 $82K 0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 843 shares; 2025Q1: 843 shares; 2025Q2: 843 shares; 2025Q3: 843 shares; 2025Q4: 843 shares 843 $80.2K 0.01% 0 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,943 shares; 2024Q4: 1,945 shares; 2025Q1: 1,946 shares; 2025Q2: 1,658 shares; 2025Q3: 1,660 shares; 2025Q4: 1,661 shares 1,661 $77.8K 0.01% +1 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,493 shares; 2025Q3: 814 shares; 2025Q4: 814 shares 814 $72.6K <0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,558 shares; 2024Q4: 1,558 shares; 2025Q1: 1,558 shares; 2025Q2: 1,558 shares; 2025Q3: 1,558 shares; 2025Q4: 2,162 shares 2,162 $70.8K <0.01% +604 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 2,040 shares; 2025Q1: 2,040 shares; 2025Q2: 2,040 shares; 2025Q3: 2,040 shares; 2025Q4: 2,040 shares 2,040 $60.4K <0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: 674 shares; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 422 shares 422 $59.5K <0.01% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,043 shares; 2024Q4: 581 shares; 2025Q1: 439 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 439 shares 439 $55.6K <0.01% 0 Timeline INOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,528 shares; 2025Q3: 1,528 shares; 2025Q4: 1,528 shares 1,528 $52.8K <0.01% 0 Timeline IMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,746 shares; 2025Q3: 1,747 shares; 2025Q4: 1,747 shares 1,747 $52.2K <0.01% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 751 shares; 2025Q1: 751 shares; 2025Q2: 751 shares; 2025Q3: 751 shares; 2025Q4: 751 shares 751 $52.1K <0.01% 0 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,220 shares; 2025Q3: 1,220 shares; 2025Q4: 1,220 shares 1,220 $51K <0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 403 shares; 2025Q2: 403 shares; 2025Q3: 379 shares; 2025Q4: 379 shares 379 $50.6K <0.01% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 66 shares 66 $50K <0.01% +30 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 857 shares; 2024Q4: 857 shares; 2025Q1: 857 shares; 2025Q2: 857 shares; 2025Q3: 814 shares; 2025Q4: 814 shares 814 $47.8K <0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 491 shares; 2025Q3: 491 shares; 2025Q4: 491 shares 491 $46.2K <0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 948 shares 948 $42.9K <0.01% +652 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513 shares; 2024Q4: 347 shares; 2025Q1: 347 shares; 2025Q2: 347 shares; 2025Q3: 347 shares; 2025Q4: 347 shares 347 $42K <0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 621 shares; 2025Q1: 621 shares; 2025Q2: 622 shares; 2025Q3: 562 shares; 2025Q4: 562 shares 562 $40.1K <0.01% 0 Timeline KMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,347 shares 1,347 $38.6K <0.01% new Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: 1,216 shares; 2025Q1: 1,216 shares; 2025Q2: 1,216 shares; 2025Q3: 1,216 shares; 2025Q4: 1,216 shares 1,216 $38.5K <0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,806 shares; 2024Q4: 1,807 shares; 2025Q1: 1,486 shares; 2025Q2: 1,363 shares; 2025Q3: 777 shares; 2025Q4: 464 shares 464 $37.4K <0.01% -313 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares 650 $35.1K <0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 319 shares; 2025Q3: 302 shares; 2025Q4: 302 shares 302 $34.4K <0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 473 shares; 2025Q4: 473 shares 473 $34.4K <0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 3,096 shares; 2025Q1: 1,016 shares; 2025Q2: 1,016 shares; 2025Q3: 1,016 shares; 2025Q4: 1,016 shares 1,016 $33.1K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,925 shares; 2024Q4: 1,925 shares; 2025Q1: 1,925 shares; 2025Q2: 1,925 shares; 2025Q3: 1,925 shares; 2025Q4: 1,925 shares 1,925 $31.6K <0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90 shares; 2025Q4: 90 shares 90 $30.9K <0.01% 0 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 317 shares 317 $30.8K <0.01% -88 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,218 shares 1,218 $28K <0.01% new Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,274 shares; 2025Q1: 1,274 shares; 2025Q2: 1,274 shares; 2025Q3: 1,274 shares; 2025Q4: 1,274 shares 1,274 $26.9K <0.01% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 745 shares 745 $26.9K <0.01% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 243 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 243 shares; 2025Q4: 243 shares 243 $26.8K <0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 95 shares; 2025Q4: 95 shares 95 $26.5K <0.01% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 837 shares 837 $26.4K <0.01% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares 330 $25.6K <0.01% 0 Timeline KNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 890 shares 890 $25.3K <0.01% new Timeline SMBS SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 871 shares 871 $22.4K <0.01% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661 shares; 2024Q4: 812 shares; 2025Q1: 812 shares; 2025Q2: 1,171 shares; 2025Q3: 812 shares; 2025Q4: 812 shares 812 $22.3K <0.01% 0 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 457 shares; 2025Q1: 457 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 457 shares 457 $21.7K <0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 121 shares 121 $20.4K <0.01% -75 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 775 shares 775 $20.3K <0.01% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 809 shares 809 $20.3K <0.01% new Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares 72 $20K <0.01% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 669 shares; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 429 shares 429 $19.7K <0.01% 0 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 876 shares; 2025Q1: 687 shares; 2025Q2: 687 shares; 2025Q3: 687 shares; 2025Q4: 687 shares 687 $17.1K <0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 135 shares; 2025Q4: 135 shares 135 $15.9K <0.01% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 309 shares; 2025Q1: 299 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 299 shares 299 $14K <0.01% 0 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811 shares; 2024Q4: 818 shares; 2025Q1: 485 shares; 2025Q2: 489 shares; 2025Q3: 494 shares; 2025Q4: 501 shares 501 $12.9K <0.01% +7 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $12.4K <0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 274 shares 274 $11.7K <0.01% +137 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares 45 $11.3K <0.01% 0 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares 95 $9.78K <0.01% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 371 shares; 2025Q4: 102 shares 102 $9.71K <0.01% -269 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 211 shares 211 $9.4K <0.01% new Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares 96 $9.04K <0.01% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 194 shares 194 $8.83K <0.01% new Timeline CNRG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares 92 $8.23K <0.01% 0 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416 shares; 2024Q4: 205 shares; 2025Q1: 569 shares; 2025Q2: 205 shares; 2025Q3: 115 shares; 2025Q4: 115 shares 115 $8K <0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 326 shares 326 $7.51K <0.01% +273 Timeline EWI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares 111 $6.03K <0.01% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 286 shares 286 $5.97K <0.01% new Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 271 shares 271 $5.79K <0.01% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares 56 $5.09K <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: 910 shares; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: not reported; 2025Q4: 82 shares 82 $4.49K <0.01% new Timeline XES SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $4.1K <0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $4.04K <0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares 20 $1.88K <0.01% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares 44 $1.74K <0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 247 shares; 2025Q3: 41 shares; 2025Q4: 41 shares 41 $1.27K <0.01% 0 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares 16 $1.24K <0.01% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares 10 $482 <0.01% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 49 shares; 2025Q3: 50 shares; 2025Q4: 1 shares 1 $38 <0.01% -49 Timeline